Front Desk Receptionist - Financial Advisory Office

Pay: $50,000–$60,000 (base)

Schedule: Monday–Friday, 8:00am–5:00pm

Bright Wealth Management is a rapidly growing independent advisory firm with a brand-new office in Scottsdale/Phoenix. We’re hiring a professional, personable Front Desk Receptionist / Front Office Coordinator to deliver a five-star client welcome, keep the front office organized, and support daily operations.

This is a great role for someone who enjoys being the “hub” of an office: greeting clients, keeping schedules on track, and making sure every detail is handled with care.

What You'll Do

• Greet clients and visitors warmly and professionally
• Manage check-in and notify advisors when clients arrive
• Maintain a clean, welcoming reception area (coffee/water, seating, signage)
• Answer, screen, and route incoming calls with a professional phone presence
• Monitor the main office inbox and route requests appropriately
• Schedule, confirm, and remind clients of appointments using the CRM
• Manage conference room bookings and ensure meeting spaces are ready
• Receive and distribute mail/packages; coordinate outgoing mail

Must-Haves

• 1+ year experience in reception, front desk, hospitality, or customer service
• Strong communication skills and polished, professional presence
• Comfortable with Outlook and basic Office tools (Word/Excel)
• Organized, dependable, and able to multitask without dropping details
• Discretion and professionalism with confidential client information

What success looks like

• Clients consistently feel welcomed and cared for
• Advisors stay on schedule because check-ins, rooms, and reminders run smoothly
• Calls/messages are handled quickly and accurately
• The office feels organized, stocked, and “buttoned up” every day

To apply

Submit your resume. Qualified candidates will be contacted for a brief phone screen and onsite interview.